See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,142 | $54,762-85.1% | $90,281-91.0% | $72,985-88.8% |
| Participation rate | 42.9% | 65.1%-22.3pp | 73.3%-30.4pp | 69.5%-26.6pp |
| Annual return | 25.82% | 30.63%-4.8pp | 78.10%-52.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $733 | $2,092-65.0% | $2,854-74.3% | $2,440-70.0% |
| Participant deferral / active EE | $944 | $2,887-67.3% | $3,885-75.7% | $3,607-73.8% |
| Admin fee / account holder | $366 | $3,972-90.8% | $5,351-93.2% | $5,124-92.9% |